Founded in 2015, SMART PATRIMOINE is an independent wealth management consulting firm ("cabinet de conseil en gestion de patrimoine") located in Aix-en-Provence, France. The company offers personalized strategies and comprehensive support for both private individuals and business owners. Its services are built around a holistic approach to managing assets, encompassing financial investment advice, real estate investment strategies, retirement planning, insurance solutions, and tax optimization. As a regulated entity, it is registered with France's ORIAS as a Financial Investment Advisor (CIF) and an insurance broker.

Founded in

France